SCHD vs WSPC

SCHD vs WSPC

Which is better, SCHD or WSPC?

Large Cap Value against Large Cap Blend.

SCHD has a lower expense ratio. SCHD is less concentrated, with 41.8% of the fund in its ten largest positions against 45.6%.

Lower Fees: SCHDLess Concentrated: SCHD

MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.

Side-by-Side Comparison

MetricSCHDWSPC
Expense Ratio0.06%Best0.75%
AUM$112.1B$1M
Dividend Yield3.00%0.00%
Holdings10349
YTD Return+23.46%Best-8.36%
1Y Return+27.20%-
3Y Return (annualized)+15.41%-
5Y Return (annualized)+10.16%-
Top 10 Weight41.8%Best45.6%
Fund FamilyCharles Schwab Asset ManagementWisdomTree Investments
CategoryEquityEquity
StyleLarge Cap ValueLarge Cap Blend
InceptionOct 20, 2011Jul 9, 2026

Not shown on this pair: Volatility (annualized), Max Drawdown, $10,000 over the window.

SCHD vs WSPC growth

Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view is available from the range buttons; it is not the opening view here because over the whole period one of these two funds moves so much further than the other that its line would sit flat on the axis.

SCHD vs WSPC Performance

Schwab US Dividend Equity ETF (SCHD) is an ETF from Charles Schwab Asset Management and WisdomTree Space Economy Fund ETF (WSPC) is an ETF from WisdomTree Investments. Year to date, SCHD is up 23.46% versus a loss of 8.36% for WSPC.

Past performance does not guarantee future results.

Fees and Cost Over Time

SCHD charges 0.06% per year while WSPC charges 0.75%. On a $10,000 position that is $6 vs $75 annually, a gap of $69 per year that compounds over a long holding period. On income, SCHD currently yields 3.00% against 0.00% for WSPC.

Holdings Overlap

SCHD already in WSPC2.8%
WSPC already in SCHD1.4%

2.8% of SCHD's money is in holdings WSPC also owns. 1.4% of WSPC's money is in holdings SCHD also owns.

SCHD and WSPC share little of their money.

1 positions in common, counted across the 100 positions we hold weights for in SCHD and 49 in WSPC, against full books of 103 and 49.

What only one of them owns

Our book lists 26 positions for WSPC that do not appear in our book for SCHD (65.5% of the fund), and 98 for SCHD that do not appear in WSPC (97.2%).

Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.

Top Shared Holdings

StockWeight in SCHDWeight in WSPCDifference
LMTLockheed Martin Corp2.78%1.41%1.37%

You are not choosing between two funds in isolation.

Whichever of SCHD and WSPC you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

SCHDWSPC

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, SCHD or WSPC?

SCHD has an expense ratio of 0.06% while WSPC charges 0.75%. SCHD is the cheaper option, by $69 a year on a $10,000 investment.

What is the holdings overlap between SCHD and WSPC?

2.8% of SCHD's money is in holdings WSPC also owns. 1.4% of WSPC's is in holdings SCHD also owns. They hold 1 positions in common, counted across the 100 positions we hold weights for in SCHD and 49 in WSPC.

Which pays a higher dividend, SCHD or WSPC?

SCHD yields 3.00% while WSPC yields 0.00%, so SCHD currently pays the higher dividend yield.

Is WSPC better than SCHD?

SCHD has a lower expense ratio. SCHD is less concentrated, with 41.8% of the fund in its ten largest positions against 45.6%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.